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J P Morgan Exchange-traded F shares owned by Wetzel Investment Advisors

Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Wetzel Investment Advisors from 13F filings

Historical chart of Wetzel Investment Advisors investment in J P Morgan Exchange-traded F

Tip: Access up to 7 years of quarterly data

All positions including J P Morgan Exchange-traded F held by Wetzel Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in J P Morgan Exchange-traded F by Wetzel Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $205k 3.6k 57.10

More positions owned by Wetzel Investment Advisors

Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Innovator Etfs Trust Quity Managd Flr (SFLR)
Vanguard Index Fds Value Etf (VTV)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
JPMorgan Chase & Co. (JPM)
Blackrock Etf Trust Ii Ishares Total Re (BRTR)
Eli Lilly & Co. (LLY)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Conv Bd Etf (ICVT)
Ishares Core Msci Emkt (IEMG)
Spdr Series Trust Portfolio Intrmd (SPIB)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)

View all positions for Wetzel Investment Advisors

Top funds holding J P Morgan Exchange-traded F

Morgan Stanley
Wells Fargo & Company
Envestnet Asset Management
Jpmorgan Chase & Co
Royal Bank of Canada
UBS Group
Raymond James Financial
Nationwide Fund Advisors
Advisor Group Holdings
Cetera Investment Advisers
Commonwealth Equity Services
LPL Financial
Atlantic Trust
HighTower Advisors
RiverFront Investment Group

View all funds holding J P Morgan Exchange-traded F